Archibus SaaS / Reservations / Develop Background Data
Workplace Services / Reservations / Develop Background Data

Defining Trades

A trade defines a type of craftsperson, such as a carpenter or electrician. You can set up trades that are required for performing set-up and clean-up tasks for room and resource reservations. After you set the trades up, you can assign a Trade Code value to each room arrangement type and resource standard, so that the appropriate trades are assigned when generating work orders for reservations.

To add or edit a trade:

  1. Select the Develop Background Data / Define Trades task.

    The Trades view appears. All of the currently defined trades are displayed in the left frame.

  2. Click the Add New button to add a new trade.
  3. Enter the following information that is used to schedule craftspersons:

    Standard Hrs Available/Day

  4. Enter the following information. This is used to calculate costs when estimating work requests:

    Hourly Rate

    Overtime Rate

    Doubletime Rate

  5. Reservations Generate Work Request? To enable work requests for this trade, select Yes for the Reservations Generate Work Request? value. If you set this to Yes, a room/resource reservation that is associated with this trade will generate two work requests for the trade, one for setup work and one for cleanup work. See Defining Room Arrangement Types , and Defining Resource Standards.
  6. Click Save.